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Privacy Policy

Zest Accountants Limited (“Zest Accountants”), is committed to ensuring that your personal information is protected in accordance with the New Zealand Privacy Act 2020. Personal information is information about an identifiable individual. Zest Accountants collects, stores, uses, handles, discloses and protects personal information from suppliers, customers, contractors, and clients. This Privacy Policy sets out how we collect, use, handle, disclose and protect your personal information.

The information we collect

Zest Accountants provides accounting, taxation, business advisory and related financial professional services (Services). To offer these Services, we may also collaborate with other providers as needed.

We only collect personal information necessary to perform the services you have engaged us for. We will request your personal information directly unless you’ve authorised other means of collection, or the information is publicly available.

We do not collect personal information when you visit our website unless you voluntarily provide it, such as by completing an online enquiry form or booking a meeting time.

By providing us with your personal information, you confirm that you have read, understood, and agree to this Privacy Policy, including the collection, storage, use, disclosure, and retention of your personal information as described in this Privacy Policy.

During the course of providing professional services, the personal information we may ask you to provide for us to carry out our Services to you includes:

  • your name and company name;
  • your date of birth;
  • your contact information;
  • your address;
  • government issued identifiers (including driver’s licence, passport);
  • where required, your financial information (including income, salary, assets, occupation, income, bank accounts, payment history).

If you do choose to provide us with personal information, we will only use it for the purposes for which you supplied it, such as the provision of our Services to you, unless you give us permission to use it for another purpose.

Providing some information is optional. However, if you choose not to enter your name or contact details, we may be unable to:

  • Respond to your enquiry;
  • Send you our news and marketing updates;
  • Otherwise provide you with our services.

Use of personal information

We may collect and use your personal information to:

  • provide the accounting, tax, business advisory and other services for which you have engaged us;
  • facilitate our compliance with statutory obligations and obligations arising from our membership of professional bodies;
  • periodically provide you with information we believe may be of interest to you – for instance newsletters;
  • send you marketing materials about our products and services or those of our third-party partners.

Transfer and Storage of Data

We use third-party service providers (which may include cloud services) as well as  internal servers to store and process the information we collect. We are satisfied that we, and the third party service providers we use, have suitable security and information handling protocols in accordance with generally accepted standards of security (as would be reasonable in the circumstances), and the information we hold, and held by the third party service providers on our behalf is subject to confidentiality obligations.

Under the Information Privacy Principles, we must take reasonable care to ensure that personal information is protected against loss, misuse or unauthorised disclosure, and we will not keep personal information for longer than necessary for the purpose of which it was collected.

Zest Accountants will not keep the information longer than required to fulfil the purposes the information was obtained for.

Disclosing your personal information

In some situations, it is necessary for us to disclose the personal information you provide to us to third parties in order for us to carry out our Services to you, or otherwise as required by law. In general, the third-party providers we will use will only collect, use and disclose your information to the extent necessary to allow them to perform the services to us.

Examples of where we may supply personal information to third parties:

  • To comply with a legal obligation;
  • To protect and defend the rights or property of Zest Accountants;
  • To prevent or investigate possible wrongdoing in connection with the Service;
  • To protect the personal safety of users of the Service or the public;
  • To protect against legal liability

Third party websites

Our website may contain links to other websites which have their own privacy policies and we have no responsibility for linked websites or their communication with you, and provide them solely for your information and convenience. We suggest you review that site’s privacy policy before you provide personal information so you can understand how your personal information will be handled by these providers.

Access and corrections to personal information

You have the right to ask for a copy of any personal information that we hold about you, and to ask for it to be corrected if you think it is wrong.  If you would like to know more about how we collect, record, store and use any personal information that you provide to us, please get in touch as noted below.

Changes to this Privacy Policy

We may need to amend the terms of this Privacy Policy from time to time. We reserve the right to change this Privacy Policy at any time and recommend you to check this page regularly for the latest version of this Privacy Policy.

Applicable law

This Privacy Policy is governed by New Zealand law. Your personal information will be collected, used, stored, and disclosed in accordance with this Privacy Policy and New Zealand law. The courts of New Zealand have non-exclusive jurisdiction.  This Privacy Policy does not limit or exclude any of your rights under the Act.

Privacy concerns, questions or complaints

If you have any questions about this Privacy Policy, please contact us: